08/14/2018
When in 2014 it was reported that 1MDB had amassed US$11 billion in debt, posing a threat to the Malaysian ringgit, the scandal began to unravel.
08/14/2018
Financial planning will continue to be an advisor-led process but Aite Group says firms are missing out on an opportunity to target other client segments.
08/14/2018
An announcement about the split, dubbed “Project Momentum,” could come as early as this week, the people said.
08/14/2018
JPMorgan’s private-bank clients won’t be affected, the people said.
08/14/2018
Buccella earned an MBA from Babson College, and a bachelor’s degree from Boston College.
08/14/2018
And the data shows that the majority of these flows can be attributed to the top 20 ETFs by net new assets, which collectively gathered USD105.43 billion during 2018.
08/14/2018
Jersey-based First Names Group provides private client, corporate, and fund services.
08/14/2018
‘What’s a trust?’ asks one investigator
08/14/2018
Fosler explained that although distributors in the region already have in-house portfolio construction capabilities, some of them lack expertise in all key areas.
08/14/2018
The bank looks for fund managers with an interesting product that fits into Citi’s forward-looking investment themes, she said.
08/14/2018
Operating in the United Kingdom, Ireland, Luxembourg, the Netherlands, Jersey, Mauritius, Cayman Islands and the US, the business employs 139 staff globally, with existing Vistra offices combining with the teams in these jurisdictions.
08/13/2018
A new Workplace Benefits report released by Bank of America Merrill Lynch found that women are plummeting on the financial wellness scale with more fear and stress than their male counterparts.
08/13/2018
From her Singapore base as head of Lombard Odier’s family services practice, Lee oversees three key areas of the Swiss private bank’s business in Asia.
08/13/2018
Moreover, dedicated and specially trained Noor Wealth relationship managers enable clients to build investment portfolios based on their risk appetites and financial goals.
08/13/2018
Hargreaves banked £61m, while Lansdown, 65, who has 51.6m shares, received £20m.
08/13/2018
The pair had managed $753 million and generated around $5 million annually at UBS, a person familiar with their practice tells AdvisorHub.
08/13/2018
The mixed teams also produced 4.3 per cent bigger gains for clients over three years than teams made up of just women, the study showed.
08/12/2018
Sector hunts for areas of growth after years of restructuring and regulatory issues
08/10/2018
JTC’s commitment to the development and education of its employees was also exemplified in May when we were accredited by STEP as a Gold Employer Partner in ten jurisdictions.
08/10/2018
CLOs or collateralised loan obligations, are structured products that invest in senior secured loans.